USMC vs IWF

AUSMC

BIWF

Measures won6–0USMC wins · of 6 · 5Y

$10,000 · 5Y$17,953USMC · IWF $15,330

Lowest cost0.12%USMC · $12 on $10k

Most income0.78%USMC · $78 on $10k

Smallest drop−10.0%USMC · worst fall in 1Y

Held in common51.2%USMC and IWF

USMC

IWF

Principal U.S. Mega-Cap ETF · $4.9BiShares Russell 1000 Growth ETF · $121B

+21.1%3 years · per year$17,754 · $17,073+19.5%

+12.4%5 years · per year$17,953 · $15,330+8.9%

0.12%Expense ratio$12 · $18 on $10k · lower wins0.18%

0.78%12-mo yield$78 · $39 on $10k0.39%

−10.0%Worst dropSmaller wins−14.6%

13.6%VolatilityLower wins19.3%

6–0USMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · IWF

7.7%AAPL8.5%

7.3%NVDA14.6%

6.2%MSFT6.4%

4.6%GOOGL5.3%

Held in common51.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USMC vs IWF

USMC

Principal U.S. Mega-Cap

$17,953

IWF

iShares Russell 1000 Growth

$15,330

MeasureUSMCIWF

Fee0.12%0.18%

Cost on $10k a year$12$18

Yield0.78%0.39%

5 years, per year+12.4%+8.9%

3 years, per year+21.1%+19.5%

Worst drop · 1Y−10.0%−14.6%

Volatility · 1Y13.6%19.3%

6–0measures won
USMC first

51.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USMC, IWF

Today

51.2%most shared, USMC and IWF

USMCIWF

USMC—51.2%

IWF51.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, USMC

USMC$78 − $12 = $66

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee